Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christina? Claim Your ProfileChristina Sisson is a registered investment advisor with Principal Securities, Inc. She has been in the securities industry since 1999 and has experience in both the broker-dealer and bank/trust sectors. She is registered with the state of California as an Investment Advisor Representative and has experience working with high-net-worth individuals, corporations, charitable organizations, and pension plans. Her firm provides a wide range of investment services, including financial planning, portfolio management, and educational seminars.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Seminar fees, solicitors fees, subscription consulting fees
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2
CA
01/25/2005 - Present
Principal Securities, Inc. (SANTA CLARITA CA)
MA
01/02/2002 - 08/08/2002
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
12/21/2001 - 06/17/2002
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
CA
01/19/1999 - 06/06/2002
METLIFE INVESTORS DISTRIBUTION COMPANY (NEWPORT BEACH CA)
IA
Issued 01/14/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/12/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/12/1999
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/09/2003
Series 7 - General Securities Representative Examination
BC
Issued 11/30/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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